Personal Lines CSR
About Us:
We are an independent insurance agency specializing in a broad range of insurance products in business insurance and personal insurance. Our solutions extend to individuals, families, and businesses.
Role Expectations and Description: The CSR is a key component of our team. A clients’ experience from a service perspective can make or break the sustainability of our business. As an AM, you can directly affect and control our clients’ experience.
Job Requirements:
P&C License required
Experience working for an independent insurance agency
Experience servicing/quoting/marketing personal lines insurance with multiple carriers, and wholesalers
Minimum of 2 years of experience as a Personal Lines CSR
Must be able to multi-task and handle a heavy workload with minimal supervision
Effective communicator (verbal and written)
Working knowledge of Applied Systems Epic management system
Insurance designation (Preferred)
Desired Skills:
Experience with Microsoft Office and proficiency in Word and Excel
Excellent organizational skills with attention to detail
Responsibilities include but are not limited to the following:
Work with Agency Principal, Producers, and Team Members
Order policies and issue documentation, certificates, and binders as needed
Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
Bind coverage for new clients
Job Benefits:
Competitive Pay
Robust benefits package including health insurance, life insurance, 401k, PTO, dental insurance, vision insurance, etc.
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Role Expectations and Description: The CSR is a key component of our team. A clients’ experience from a service perspective can make or break the sustainability of our business. As an AM, you can directly affect and control our clients’ experience.
Job Requirements:
P&C License required
Experience working for an independent insurance agency
Experience servicing/quoting/marketing personal lines insurance with multiple carriers, and wholesalers
Minimum of 2 years of experience as a Personal Lines CSR
Must be able to multi-task and handle a heavy workload with minimal supervision
Effective communicator (verbal and written)
Working knowledge of Applied Systems Epic management system
Insurance designation (Preferred)
Desired Skills:
Experience with Microsoft Office and proficiency in Word and Excel
Excellent organizational skills with attention to detail
Responsibilities include but are not limited to the following:
Work with Agency Principal, Producers, and Team Members
Order policies and issue documentation, certificates, and binders as needed
Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
Bind coverage for new clients
Job Benefits:
Competitive Pay
Robust benefits package including health insurance, life insurance, 401k, PTO, dental insurance, vision insurance, etc.
#J-18808-Ljbffr